Dennis McNamara
Whealth Advisors · Red Bank, New Jersey
Dennis McNamara is a fee-only financial advisor at Whealth Advisors in Red Bank, New Jersey, who holds the CFP credential. Whealth Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Whealth Advisors |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $88.3M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 6525080 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | whealthfa.com |
How Dennis's firm compares
- Whealth Advisors's average account is about $254,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Dennis
Is Dennis McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Whealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Whealth Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Dennis McNamara based?
Dennis McNamara is based in Red Bank, New Jersey.
What credentials does Dennis McNamara hold?
Dennis McNamara holds the CFP credential.
Is Dennis McNamara registered with the SEC?
Yes. Dennis McNamara is registered as an investment adviser representative in NJ and NY (CRD 6525080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whealth Advisors manage?
Whealth Advisors reports $88.3M across 348 accounts in assets under management.
How do I contact Dennis McNamara?
Through Dennis's website, whealthfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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